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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,358 | $88,702-79.3% | $81,780-77.6% | $145,978-87.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 5.12% | 1029.12%-1024.0pp | 776.27%-771.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,071 | $4,645-55.4% | $4,321-52.1% | $6,690-69.0% |
| Admin fee / account holder | $1,976 | $8,414-76.5% | $7,384-73.2% | $13,400-85.3% |